Seasonality in a Two-strain Competition Model for Trypanosoma Cruzi Transmission Catherine Rogers Christopher M. Kribs-Zaleta Technical Report 2013-02 http://www.uta.edu/math/preprint/ Seasonality in a two-strain competition model for Trypanosoma cruzi transmission Catherine Rogers and Christopher M. Kribs-Zaleta May 6, 2013 Abstract Previous studies have observed both strains of T. cruzi coexisting in some sylvatic host populations (namely woodrats) despite cross-immunity precluding coinfections in hosts. In this study we explore the possible role of seasonality in demographic parameters explaining this coexistence, using a system of ordinary differential equations to model demographic and epidemiological processes. We analyze seasonal T. cruzi transmission dynamics in three sylvatic cycles— raccoons with T. sanguisuga, woodrats with T. sanguisuga, and woodrats with T. gerstaeckeri, calculating the invasion reproduction and replacement numbers (IRNs) for each strain at each point in time over a one-year period to see which one ”wins”. Results of numerical analysis indicate there is a clear winner for each cycle, but seasonality alone does not support coexistence. 1 Introduction Seasonality plays an important role in the dynamics of vector-borne diseases. Altizer et al. (2006) [1] review examples from human and wildlife disease systems to show the challenges inherent in understanding the mechanisms and impacts of seasonal drivers in the environment. Upon an extensive review, they cover many different ways seasonality changes the dynamics in hosts and vectors. The effects include periodic changes in the biology of hosts and pathogens or vectors. This means seasonal changes in growth, death, and feeding rates can alter the outcome of whether a disease can spread successfully or not [1]. Chavez and Pascual (2006) looked into how climate cycles forecast Leishmaniasis cases. They used monthly data spanning ten years of cases of Leishmaniasis in Costa Rica to come up with a model. Their results showed that there is in fact a peak time of outbreaks of Leishmaniasis cases [6]. These studies and many more show that seasonality is important in effecting changes in vector-borne disease outbreaks. Trypanosoma cruzi is a parasite responsible for infecting 10-12 million persons in Latin America with Chagas disease, and has a large impact on heart disease cases in this area of the world since it mimics heart disease. T. cruzi is transmitted by a vector genus called Triatoma. There have been cases reported in the United States with humans, but the sylvatic transmission cycles are the ones which keep the parasite going, with vectors moving towards human populated areas in search of new food sources [22]. In our study, we investigate the sylvatic transmission of the disease between the vectors and sylvatic hosts such as raccoons and woodrats. Many studies show that the two vector species found with these specific hosts in the southern U.S. are T. sanguisuga and T. gerstaeckeri, and T. gerstaeckeri is only found with woodrats while T. sanguisuga is found with both hosts [22]. 1 Roellig et al. did a study about the two different strains of T. cruzi found in the United States. Their results showed strain I was found with opossums, triatomine vectors, humans, and rhesus macaques; they found strain IV (formerly IIa) with one primate, a few raccoons, and placental mammalian isolates [37]. Charles et al. (2012) found that woodrats tested positive for both strains (I and IV) of T. cruzi [5]. One important question is whether one strain outcompetes the other. Hall et al. (2010) did a study that compares vertical transmission of the two different strains of T. cruzi in mice. Their results showed greater virulence of strain I and breeding experiments demonstrated a reciprocal relationship between virulence and the frequency of vertical transmission, with pups born to type IV infected female testing positive at twice the frequency as those infected with type I. This would imply that strain IV wins in vertical transmission competition [10]. Competition between the two strains is the main focus of this paper. Many studies have been done on strain competition using math modeling. Feng et al. (2002) did a study on the competition of the two strains of Tuberculosis (drug-sensitive and drug-resistant). They wanted to analyze the effects of variable periods of latency on the transmission dynamics of TB at the population level. Their results showed that with limited access to medical care, the drug-resistant TB will be a major problem [8]. McLean and Nowak (1992) study strain competition, with a math model, of drug resistant and drug sensitive strains of HIV. In their model, they state the behavior is best understood by separately looking at the two issues of competition between the strains of virus and host-parasite interactions between infected and uninfected cells. With considering the two different cases, it coincides with separate consideration of long-term equilibrium behavior of the model and its shorter-term, dynamic behavior. With these two cases considered separately competition between virus strains is best considered in terms of reproductive fitness, which is characterized as the basic reproductive rate. They show that competition between strains of virus is the important factor that determines which type of the virus will eventually start to grow during the course of the drug treatment, but host-parasite interactions determine which type will dominate when viral resurgence occurs [29]. Kribs-Zaleta and Mubayi (2012) study strain competition of T. cruzi extensively. In their paper they review literature to come up with average parameter values for each host (raccoons and woodrats) and each vector (T. sanguisuga and T. gerstaeckeri. Then they use a system of ODEs to analyze the results. In their analysis they look at the basic reproductive numbers (BRNs), and invasion reproductive numbers (IRNs). Their results conclude that it is possible for either strain (strain I or IV) to win in a population. The way this is possible is based on each strain’s degree of adaptation. So if we have very little vertical and oral transmission, strain IV must adapt to oral and vertical transmission in order to win the competition in raccoons. Under the same assumptions strain I wins the competition in woodrats, but greater vertical or oral transmission rates allow strain IV to win [22]. One of the possible explanations for two different strains winning the competition is seasonality. For instance, woodrats’ and raccoons’ breeding seasons are different times of the year. So one strain adapted to vertical transmission might have an advantage during peak host breeding season, while another strain adapted to stercorarian transmission might have an advantage during the peak vector feeding season. There are a few ways to model seasonality; the way we will model seasonality is seasonal forcing. This basically applies a periodic function to the infection rate to allow for periods of high and low with the average in the middle. We will use the model described in Kribs-Zaleta and Mubayi (2012) [22] to apply seasonality and analyze the results. We will evaluate the role seasonality plays in strain competition. Since the principle of competitive exclusion says species competing for the same resources cannot coexist if other ecological factors are constant, there must be an explanation such as seasonality 2 to explain why we have coexistence. Meaning, they never win at the same time, but if you break the year up into smaller time frames, one wins over the other for small periods of time and vice versa. First shown is an extensive literature review on seasonality, math models, and how the two are used together. Then we describe the model from [22] and explain how we modified it to incorporate seasonality. Once this is complete, all of the seasonal parameters are defined with the dates of the maxima, minima, and ranges for each, and where we found this information. After a parameter synthesis, we explain how we analyzed the model, and broke it up into square wave analysis and continuous wave analysis. From there we suggest some conclusions and how this study can be taken further. 2 Literature Review Seasonality plays a prominent role in birth rate, death rate, and feeding rate for the hosts and the vectors. Based on this, we hypothesize that it will play a role in one strain of T. cruzi winning over the other. The review covers three topics: (1) How seasonality may affect ecological models, (2) How seasonality affects epidemic models, and (3) How mathematical models incorporate seasonality. The first section gives an overview of the importance of seasonality on basic ecology. The second section ties seasonality to epidemic models since we are working with that type of model. The final section goes into detail on how seasonality is incorporated into these models mathematically. Upon reviewing these papers, we use the most applicable processes to incorporate seasonality into our model. One field study [27] on two different flocks of birds showed seasonality and forest fragmentation play a role in species richness, size, and stability. They studied a heterogeneous flock and understory flock in nine Atlantic forest fragments in Minas Gerais, southeastern Brazil. The two different seasons they used were the rainy and dry seasons. In the heterogeneous flocks, size, richness, and stability were significantly affected, but only size was affected by the season change for the understory flocks. They hypothesize that these changes may be due to resident species joining flocks during the dry season only. Also, richness in the heterogeneous flocks may be due to seasonal changes in flood availability, or reproductive activities, which influence the motivation for species to join flocks [27]. In their data analyses they started the first wet season on the 30th of March and kept it going for six months, then started the dry season. They used multiple regression models to examine the effects of fragment area, fragment isolation, and the number of relief types in fragments on these flock characteristics for each season separately. The six regression models showed a strong multi-collinearity between fragment area and number of relief types, not allowing the use of both variables in the regression models. In the end, they found forest fragment area influenced the richness, size, total number of species, and stability of heterogeneous flocks during both dry and rainy seasons [27]. We will look at a research paper[14] that examined the effects of light and prey availability on nocturnal, lunar and seasonal activity on tropical nightjars. We want to see if/how seasonality plays a role in the dynamics of tropical living creatures. They studied nightjars in the West African bush savannah. They examined how light regime and prey abundance affect activity across different temporal scales. They used a statistical model that generalized linear models employing maximum quasi-likelihood estimation of the response mean-variance relationship [14]. They started the wet season on March 30th and applied it for six months. They found potential prey availability was highest at dusk, and lower at dawn and during the night. Intuitively, the most intensive foraging for the nightjars was at dusk, then 3 slightly less at dawn, and least during the night. They also found that nocturnal foraging was positively correlated with lunar light levels and completely ceased once the light got below a certain level. They also increased twilight foraging activity during new moon periods, compensating for a shorter nocturnal foraging window at night. Seasonality affected prey availability, which peaked shortly after onset of the wet season and slowly decreased over the following four months [14]. Since our study uses mammals for the hosts, we will look at a paper [23] displaying how seasonality affects homeotherms population. The paper chosen examines how seasonality affects the body size of mammals. Basically they gathered data from many resources and analyzed the significance of large body sized mammals for enhancing fasting endurance. They used a dynamical nonlinear system of ODEs and incorporated seasonality by expanding Wunder’s 1985 model to form one single equation that predicts an animal’s total rate of energy use as a function of body mass, body temperature, and ambient temperature. The data they collected showed many correlations between body size and seasonality within species of mammals. Due to high mortality when resources are scarce, surviving individuals benefit from low competition and abundant resources during the growth season. This will favor rapid growth and larger individuals due to enhanced survivorship and in some species increased fecundity. This implies seasonality may produce two outcomes of body-size evolution: (1) reduced densitydependent competition because of seasonal high mortality and (2) increased fasting endurance for individuals of larger size. Their results showed the scaling of fasting endurance favors large body size [23]. Another study [17] researches the effect seasonality has on ecological models. They used a model on a bivoltine population to test the effects of seasonality. They used a dynamical nonlinear system of ODEs that incorporates seasonality by using population and capacity parameters to describe sinusoidal functions. They used, r: potential rate for the population increasing at density zero, and K: carrying capacity to vary seasonally. Normally those are fixed in a differential equation model. Fixing those values would imply a constant population, which is not true in reality. The periods used were two six-month periods starting in fall and spring. Their results showed large seasonality is inevitably destabilizing, but mild seasonality may have a pronounced stabilizing effect. Also, seasonality allows for coexistence of alternate stable states [17]. There are many studies on how seasonality affects all different types of populations. These were just a few examples. The point they make is seasonality plays a large role in changing important factors in many species of living organisms, and we apply them to the vectors and hosts in our model. This is the reason we felt it is very important to incorporate seasonality into our model. The previous examples look at how seasonality affects things like growth and food rates. Since our model looks at two different strains of a parasite, we will now look at studies that examine how seasonality changes the spread of a disease, looking at epidemic models incorporating seasonality. This first study [1] is a large review of examples from human and wildlife disease systems to show the challenges in understanding the mechanics and impacts of seasonal environment drivers. It summarizes the importance of seasonality in mathematical models. One way they suggest analyzing seasonality in an epidemic model is to pinpoint the relative importance of seasonal drivers that increase or decrease R0, which is an important first step in understanding their roles in the dynamics of infectious diseases. There are many reasons why seasonality is important: (1) Temperature changes affect vector disease transmission by possibly killing off vectors if temperatures get too low, (2) Seasonal changes affect larvae development, (3) Seasons predict breeding seasons which affect reproduction, which increases susceptible populations, (4) Seasonal changes affect levels of immunity, e.g. rodents’, birds’, and humans’ immune systems are weakened in the winter [1]. 4 One method of incorporating seasonality is seasonal forcing in host social behavior and aggregation. Hosts’ birth, death, feeding, and other rates vary seasonally. The way Altizer et al. (2006) incorporates seasonal forcing is to integrate cosine into the function β(t) = β0 (1 + β1 cos(2πt)). A lot of models integrate seasonality in phenomenological ways, either by dividing time into discrete intervals or adding time delays into continuous-time models [1]. Another study [15] looks at incorporating seasonality into a generic model using seasonal forcing. This study uses three key features common to many biological systems: temporal forcing, stochasticity, and nonlinearity, these features are used to analyze the seasonal forcing method. They used a simple SIR model compared to real data, and examine how these three factors potentially change to produce a range of complicated dynamics. Models of childhood diseases incorporate seasonal variation in contact rate due to higher levels of mixing while school is in session [15]. The periods they chose were based on holidays for school kids. Their periodic function, which is +1 during school terms and -1 during holidays was based on holiday periods of days 356-6, 100-115, 200-251, 300-307.The diseases they focus on are measles, whooping cough, and rubella. They combine seasonal forcing approximated by a sinusoidal function and a square wave to come up with a function β(t) = β0 (1 + β1 )T erm(t) where the term is when kids are in school or when kids are on holiday, β0 is the contact rate, and β1 is seasonality. They conclude SIR models are incredibly accurate at predicting possible outbreaks if done properly. The dynamics of a seasonally forced SIR model is best considered with two attractors in this case, one for term-time infection rate, and one for holiday infection rate. Very small differences in infection rates can lead to annual dynamics [15]. The next study we look at [32] models the effect of weather and climate change on malaria transmission. Studies in the past have shown that malaria transmission is sensitive to environmental conditions, which is why they chose this disease to model with seasonality. The reason for this study is to show how dynamic process-based mathematical models can give important insight into the effects of climate change on malaria transmission. They analyzed a simple dynamical systems model that provided information on the effects of varying temperature and rainfall simultaneously on mosquito population dynamics, malaria invasion, persistence and local seasonal extinction, and the impact of seasonality on transmission [32]. Their objective was to adopt a coarse-grained dynamic model to explore the general dynamical impact of climatically driven systems on malaria transmission. They used the spatial nature of their model output to get the result of parameterization by local values of temperature and rainfall. They use monthly periods with levels of rainfall and temperature both varying. Their results showed extinction was more strongly dependent on rainfall than temperature. They also identified a window of temperature where endemic transmission and the rate of spread in a totally susceptible region is optimized [32]. Another study [39] on the transmission of malaria had similar results. The interesting factor in this paper is they collected detailed data to get the correct climate estimates, using The Hadley Centre global climate model (HAD CM3). The main climate components they incorporated were temperature and rainfall. They collected data from 15 sites for which published malaria seasonal profiles existed. They used a dynamical system of nonlinear ODEs with two monthly variables (moving average temperature and rainfall) and three yearly variables (minimum temperature, standard deviation of average monthly temperature, and existence of a catalyst month). They 5 used monthly periods varying the temperature and rainfall. Then they validated the model by analyzing 6284 laboratory-confirmed parasite-ratio surveys and compared the results to their model. Their results showed the effect of possible climate change suggesting that a prolonged transmission season is as important as geographical expansion in correct assessment of the effects of changes in transmission patterns. Their model provides a valid baseline against which climate scenarios can be assessed and interventions planned [39]. Another study [7] used seasonal forcing to investigate the general conditions that promote the sub-harmonic resonance behavior that may lead to multi-annual cycles in a general malaria dynamical model. They used two complementary approaches to bifurcation analyses to show that resonance is promoted by processes decreasing the time of the infectious period and that sub-harmonic cycles are favored in situations with strong seasonality in transmission. They introduce seasonality into their model by allowing the vector-host ratio to vary sinusoidally over the year. The analyses given demonstrated that the likelihood of eliciting sub-harmonic resonance in malaria under periodic annual forcing is increased by: (1) lengthening the period individuals remain immune from the scale of months to years; (2) shortening the length of the infectious period, possibly by medical intervention; and (3) reducing the transmission rate in high transmission areas, for example, by decreasing the vectorial capacity. These were modeled using average delays, meaning ODEs [7]. These are a few of the examples out there that incorporate seasonality into an epidemic model to analyze the results. Since the main idea is to model what could possibly happen in the future, to be able to efficiently prepare for a possible outbreak of a disease, we want the model to be as realistic as possible. In doing so, we want to add seasonality, since it plays a role in the environment anywhere in the world. Lastly, we will look at the details in how some of the mathematical modeling papers actually incorporate the seasonality into their models. This last section will summarize two papers on the process of incorporating seasonality. Schwartz (1985) describes mathematical models in a general way by incorporating seasonality with seasonal forcing. The model shows bistable behavior for a fixed set of parameters. They use the basic SEIR model and incorporate seasonality into the contact rate by making it a periodic function with cosine. Then they look at seasonality and the multiple recurrent epidemics that occur. Once this is completed, they have periodic orbits, and then they look into the basins of attraction for these orbits. Once they get this information, they can determine the predictability of an epidemic model. This shows that numerically the geometry of basins of attraction for small and large amplitude recurrent epidemics for a seasonally driven SEIR epidemic is important in understanding epidemic outbreaks [38]. The final study [11] builds an age-structured model of the dynamics of tick populations to examine how changes in average temperature and temperature variability affect seasonal patterns of tick activity and transmission of tick-borne diseases. Development rate of ticks is temperature dependent, from eggs into larvae, engorged larvae developing into nymphs, engorged nymphs developing into adults, and engorged adults producing eggs. This means the growth of the ticks is temperature dependent and therefore seasonally affected. They used temperature data from a location that is known for frequent outbreaks of a tick-borne disease and the growth stages as their periods for their model. They also used a dynamical nonlinear stochastic differential equation system with probability [11]. In order to predict the number of ticks of a given life stage present each week of the year they created an age-structured matrix model that tracks the survival and growth of each weekly cohort of ticks through the lifecycle stages. They also included an effect of temperature on the weekly host finding probability for the ticks, so if the temperature got below a certain level, the ticks had zero probability that week of 6 finding a host. Diapause is common for ticks; they incorporated this into the model by specifying that a certain fraction of questing larvae, nymphs, and adults that obtain a blood meal in the months August-December delay the onset of interstadial development until the first of the following year. The model records the development time lags over a series of years to create seasonal patterns in tick abundance that reflect inter-annual temperature change [11]. In conclusion, seasonality should definitely be considered when trying to model any biological population. The ecology studies prove that seasonality does play a large role in changing factors as important as R0. Mathematical models of epidemics are using seasonality and temperature variation more and more. From this review, we see different ways to mathematically incorporate seasonality, which parameters can change results based on season, which periods they chose to use and why, how seasonality was modeled, and their results based on seasonality. One method used to model seasonality is adding multiple classes to the basic SIR model; another, more common method, is to use a periodic function for the infection rate. In our model, we will first describe seasonally varying parameters using square waves and analyze the results through the lens of the invasion reproductive numbers, which are defined in the analysis section. Then we will form continuous wave functions to match our periods and compare those results. 3 3.1 Models Baseline model for infection dynamics The model being used for this study to describe infection dynamics was created by Kribs-Zaleta and Mubayi (2012) [22]. This is a model to describe competition between T. cruzi I and IV (denoted strains 1 and 2 in the model). The first step will be to summarize the model from Kribs-Zaleta and Mubayi (2012) [22], and then we will explain how we will adapt the model to incorporate seasonality. One important aspect to notice is how infection rate is calculated. The three modes of infection to hosts are vertical transmission, stercorarian, and predation. All these modes of transmission are possibly affected by seasonality. For vertical transmission, we only consider female hosts, and assume a proportion pj (j=1,2) of hosts infected with strain j give birth to infected young. When vectors obtain a blood meal from an infected host, the rate at which that vector gets infected is cvj , while the rate an infected vector infects a host is chj for strain type j (j = 1,2). Finally, a proportion ρj of hosts that consume an infected vector with strain j become infected with that strain. Normally models use standard incidence or mass action incidence to calculate infection rates. In this model there are multiple infection rates and the three contact-based rates use piecewise linear (Holling type I) saturation [18, 19, 20]. Kribs-Zaleta and Mubayi [22] go into detail about how the infection rates are found. In the model Q is defined to be the vector-host population density ratio Q = Nv /Nh and is used to calculate infectious contact rates. The contact rates are defined as follows: Q , 1), Qv 1/Q Qv cvj (Q) = βvj min( , 1) = βvj min( , 1), 1/Qv Q Q Eh (Q) = H min( , 1), Qh chj (Q) = βhj min( with maximum values βhj , βvj (j = 1, 2) and H respectively [22]. 7 (3.1) (3.2) (3.3) Table 1: Variables and notation for sylvatic T. cruzi transmission model. Variable Sh (t) Ih1 (t) Ih2 (t) Sv (t) Iv1 (t) Iv2 (t) Q chj (Q, Qv ) cvj (Q, Qv ) Eh (Q, Qh ) Meaning Density of uninfected hosts Density of hosts infected with T. cruzi I Density of hosts infected with T. cruzi IV Density of uninfected vectors Density of vectors infected with T. cruzi I Density of vectors infected with T. cruzi IV Vector-host population density ratio (Nv /Nh ) Strain j stercorarian infection rate Strain j vector infection rate Per-host predation rate Units hosts/area hosts/area hosts/area vectors/area vectors/area vectors/area vectors/hosts 1/time 1/time vectors/host/time Table 2: Parameter definitions for sylvatic T. cruzi cycles, with annual average values taken from [22]. The few parameters that stay constant will not have a ”t”. Parm. rh (t) rv (t) µh (t) µv (t) N*h Kh N*v Kv Qh (t) Qv (t) βhmax (t) βv (t) pmax H(t) ρmax ρ Definition Growth rate for hosts Growth rate for vectors Mortality rate for hosts Mortality rate for vectors (Equilibrium) host population density Carrying capacity for hosts (Equilibrium) vector population density Carrying capacity for vectors Threshold vector-host density ratio for predation Threshold vector-host density ratio for bloodmeals Maximum stercorarian infection rate Vector infection rate Maximum vertical transmission proportion (Maximum) per-host predation rate Maximum proportion of hosts infected after consuming an infected vector Estimated proportion of hosts infected after consuming an infected vector Units per year per year per year per year hosts/acre hosts/acre vectors/acre vectors/acre vectors/host vectors/host per year per year dimensionless vectors/host/yr R/S 0.90 33 0.40 0.271 0.080 0.14 128 129 10 100 0.525 9.67 0.15 1 W/G 1.8 100 1 0.562 9.3 21 128 129 10 100 13.5 1.59 0.375 1 host per vector 1 1 host per vector 0.177 0.177 All of the infection rates could possibly be affected when seasonality is incorporated into the model. The stercorarian infection rate could be affected due to vectors going into a state similar to diapause. Upon going into this state, they feed less, and in turn, transmit the disease less. For vertical transmission, births of hosts and vectors vary seasonally. This means that hosts giving birth to infected young could be more prominent during the birth season for that host. There is no vertical transmission for the vectors because the parasite only resides in the gut of the infected vectors [22]. Finally, for predation, the hosts feed on insects more during certain times of the year; this would decrease predation rates when hosts are feeding on other types of food sources. The total vector density is Nv = Sv + Iv1 + Iv2 , same applies to total host density Nh . The total vector birth rate bv is bv (N ) = rv N (1 − N/Kv ), (3.4) and same for host birth bh , where h is representative of either woodrats (W) or raccoons (R) and v is T. sanguisuga (S) or T. gerstaeckeri (G). The resulting system of ordinary equations is as follows: 8 Sh0 (t) = p1 Ih1 (t) + p2 Ih2 (t) 1− Nh (t) bh (Nh (t)) − µh (t)Sh (t) Iv1 (t) Nv (t) Iv2 (t) − [ch2 (Q(t)) + ρ2 (t)Eh (Q(t))]Sh (t) , Nv (t) Ih1 (t) Iv1 (t) 0 Ih1 (t) = p1 bh (Nh (t)) + [ch1 (Q(t)) + ρ1 (t)Eh (Q(t))]Sh (t) − µh (t)Ih1 (t), Nh (t) Nv (t) Iv2 (t) Ih2 (t) 0 bh (Nh (t)) + [ch2 (Q(t)) + ρ2 (t)Eh (Q(t))]Sh (t) − µh (t)Ih2 (t), Ih2 (t) = p2 Nh (t) Nv (t) Sv (t) Sv0 (t) = bv (Nv (t)) − µv (t)Sv (t) − Eh (Q(t))Nh (t) Nv (t) Iv2 (t) Ih1 (t) − cv2 (Q(t))Sv (t) , − cv1 (Q(t))Sv (t) Nh (t) Nh (t) Ih1 (t) Iv1 (t) 0 Iv1 (t) = cv1 (Q(t))Sv (t) − µv (t)Iv1 (t) − Eh (Q(t))Nh (t) , Nh (t) Nv (t) Iv2 (t) Ih2 (t) 0 − µv (t)Iv2 (t) − Eh (Q(t))Nh (t) . (3.5) Iv2 (t) = cv2 (Q(t))Sv (t) Nh (t) Nv (t) − [ch1 (Q(t)) + ρ1 (t)Eh (Q(t))] Sh (t) Tables 1 and 2 display state variables, parameters, and notations. The parameters given were taken from [22]. Kribs-Zaleta and Mubayi [22] introduce adaptive trade-off. Trade-off is described as how each strain adapts in order to improve or decrease the chance of infection for each strain. These adaptations change the parasite’s capacity for the different modes of infection transmission such as stercorarian (βhj ), vertical (pj ), and oral (ρj ). We want to see how tradeoff will affect the different transmission modes, so we change the parameters in order to see the effects clearly. The trade-off variables x, y, and z measure the different infectivities applied to stercorarian, vertical, and oral transmission. If any of the variables has a value of 1, this means that the transmission is fully adapted towards that given mode. If any of the variables have a value of 0, this means that the transmission has no adaptation to transmit the infection in that mode. What was just written is described here in math terms: for a given strain j, we can write βhj = βhmax xj , pj = pmax yj , and ρj = ρmax zj , with xj , yj , zj ∈ [0, 1] [22]. The model from [22] assumes that trade-off only appears with stercorarian and vertical transmission. They define a relationship between the variables as follows, if x equals 1, then y must equal 0, and vice versa. There has not been data published to confirm whether oral infectivity also adapts so they consider both cases. One case is where oral transmissibility does not depend on the stercorarian-vertical adaptation, meaning zj is fixed, and the other case is oral transmissibility does depend on vertical adaptation, meaning zj = yj (j=1,2). The final assumption made is that when there is just one mode of vector infection, and the parasites are in a different life stage in the vectors than in the hosts, then vector infection rates are not changed by the adaptation trade-off, meaning βv1 = βv2 = βv . For our model we use the x1 = 0.755 and x2 = 0.431 [22]. Many of the parameters described above in Table 2 vary seasonally. The growth rates for raccoons and woodrats depend on what time of year they breed. 9 This also applies to the vectors. The mortality rate, and predation/stercorarian rates also vary seasonally due to temperatures making different food sources more or less abundant. All of these parameters are defined and explained in detail in the parameter synthesis. The seasonally varying parameters will first be described in terms of square waves (piecewise constant) for a period of one year to analyze the results. Once we complete the square wave analysis, we will apply to sine waves the same varying parameters to get more realistic results since they vary continuously with time. 3.2 Square-wave model and parameter synthesis The first model we look at is a square-wave model. Here we break the year up into eleven periods and apply a square-wave to one period (one year) and analyze the results. In order to do so, we need parameters for each host and vector to apply to each period. In the parameter synthesis below we describe in detail where the parameters came from, how we calculated them, the maximum and minimum times of year, and the range for each value. There are not many studies done on how seasonal changes may affect transmission of the two different strains of T. cruzi. The processes with the greatest seasonal fluctuations in our model are birth, death, stercorarian contact rates for each vector species, and predation rates for the host species. Using previous biological studies done on each host and vector species, we took the maximum and minimum rates for the summer and winter months and applied these values to our model. In the following paragraphs we explain in detail where these values came from. Some of the information found is not absolute seasonal rates. For rates for which only relative seasonal rates are given, we can derive the absolute seasonal rates from annual averages by constructing a function of period one year with average value of one and then multiply by the annual average rate to get the maximum and minimum seasonal rates; we will call this the seasonal averaging method. For simplicity we will take each period to last 6 months and begin/end halfway between the dates of the two extrema when the values are symmetric about the average. Otherwise, when they are not symmetric about the average we adjust in the following way: we use the average, maximum, and minimum to get the durations to be correct. In general, average = max ∗ x + min(1 − x) and solve for x to determine the periods. For example, if .30 was a max, .15 was a minimum and, .225 was the average: (0.30x) + (0.15(1 − x)) = 0.225. Once you solve for x, you multiply that by 365 to get the duration for the maximum period, and 1 − x gives the duration for the minimum period. In order to determine where to start these durations, we use literature cited below to get the maximum and minimum values and times of year the demographic characteristics occur, such as birth, mortality, and feeding rates for the hosts and vectors. Once we get the maximum and minimum with the times of year, you place half of the duration before the maximum and half after. Also, in some cases further minor adjustments were made to starting dates in order that the model can have periods no shorter than two weeks. Once you put all the 10 host and vector periods together, some of the overlap was less than two weeks so the days were adjusted minimally to fit our model. In some cases, dates within one or two days of each other are aligned for simplicity. Raccoons give birth once a year with the breeding season peaking early March as the temperatures begin to rise. Once the breeding takes place, an average of 3.4 young per pregnant female are born during April or May with a gestation period of 63 days. 50% of female raccoons are giving birth in early May, and none in November [3, 25, 30, 35]. We multiply: g = 3.4 1 litter 1.5s.m.yr. 1fem.racc. raccoons ∗ ∗ ∗ = 0.9/yr. litter fem.racc.*s.m.yr. 2.5yr. racc. where s.m.yr stands for sexually mature year(s), the third component is the proportion of a female raccoon’s life of which she can reproduce, and the fourth component eliminates the males since only females reproduce, to get the average growth rate per year [21]. The average annual growth rate is 0.9/year, from Kribs-Zaletas (2010) review. Using the above formula, seasonal averaging method, and raccoon peak breeding to be early May, we calculate female raccoons to have a maximum growth rate of 1.8/year peaking on May 7th with a range from February 5th to August 6th. The minimum growth rate is 0 on November 6th with a range from August 7th to February 4th [21]. Raccoons have varying mortality rates due to hunting and climate. We average the seasonal maximum and minimum mortality rates from Prange et al. (2003) and Zeveloff (2002) to get 32.7% for the maximum on April 1st and 13% for the minimum on September 30th. The annual average mortality rate is 0.4/year [21]. Taking these averages and using the seasonal averaging method we find raccoons have a maximum mortality rate of 0.57/year on April 2nd with a range from January to June, and minimum mortality rate of 0.23/year on October 1st with a range from July to December [41, 34, 21]. One of the ways we can measure contact rates between raccoons and vectors is with the predation rate for raccoons. A study in a research refuge in Maryland showed that raccoons do eat insects at different rates based on time of year, and the reason is due to availability of diet needed, which is the same reasoning as the study done in Texas. Since Maryland has a different climate from Texas and therefore different vector actions, we will not use their rates [24]. The study done on the food habits of raccoons in eastern Texas states that insects are an important part of a raccoon’s diet, and gives feeding rates for raccoons. Raccoons eat the most insects in early February, 15%, and the least in early November, 4% [2]. The annual average max predation rate for raccoons is 1/year [21]. Using the seasonal averaging method, this average from Kribs-Zaleta (2010), and the seasonal information from Baker et al. (1945), we estimate that the maximum predation rate for raccoons occurs on March 15th with a range from December 16th to June 15th and a scaling factor of 1.58/year. The minimum predation rate for raccoons occurs on September 15th with a range from June 16th to December 15th and a scaling factor of 0.42/year. We apply this scaling factor to both the maximum per host predation rate (H) and threshold vector-host density ratio for predation (Qh ), both default values are found in Table 2 [2, 24, 21]. Based on a study done in western Texas, 48% of woodrats are breeding at the end of July and they found no woodrats breeding mid December. Also, Kribs11 Zaleta (2010) cites information on the age of sexual maturity for woodrats and calculates growth rates. Using this information with the formula from KribsZaleta (2010) we multiply: g = 2.73 ∗ 2 ∗ 0.6 ∗ 0.5 = 1.8/yr. where 2.73 is the average litter size, two is the average number of litters per year, and 60% is the amount of time a female woodrat is sexually mature. This gives an average growth rate of 1.8/year [21]. Using the formula and information above we use the seasonal averaging method to calculate the maximum growth rate to be 3.6/year on July 5th with a range from April 1st to October 4th, the minimum growth rate is 0 on January 4th with a range from October 5th to April 4th [26, 40, 21]. For the woodrat mortality rate we will use the rate of disappearance from the study by Raun in 1966. Unfortunately mortality is extremely difficult to measure in a wild population. Raun (1966) estimates that woodrats have a 60% mortality rate in the winter peaking in early January. Kribs-Zaleta’s (2010) information gives the average mortality rate for woodrats as 1/year. Using Raun’s (1966) estimate, and the seasonal averaging method, we found the maximum mortality rate to be 1.60/year on January 4th with a range from October to March 30th, and the minimum mortality to be 0.40/year on July 5th with a range from March 31st to September [36, 21]. Woodrats also eat insects; again we will use this as a measure of predation between woodrats and vectors. Woodrats’ first choice of food is green vegetation. When that is unavailable, they eat what they can find, like insects [36, 4]. A study of Neotoma magister in the central Appalachians showed that in early February 0.4% of the woodrats’ total diet was insects, and in early November it was 3.0%. The annual average maximum predation rate is estimated to approximately be 1/year [21]. Using this information and the seasonal averaging method, we calculate that the maximum scaling factor to be 1.76/year on September 15th with a range from June 15th to December 15th. The minimum scaling factor is 0.24/year on March 15th with a range from December 16th to June 14th, again these scaling factors affect H and Qh from Table 2 [36, 4, 21]. This following will cover growth rate for the vectors. There are very few articles written about the number of eggs laid by the two species we focus on T. sanguisuga and T. gerstaeckeri in field conditions. When studying other species, and in laboratory conditions, fecundity estimates from infestans Klug of the genus Triatoma average 5.4 eggs per female per week with a maximum of 17 [?]. Since this is a different species from the two we are studying, and in different conditions, we will use the data given by Pippin (1970). Pippin’s (1970) study in southern Texas of T. sanguisuga, p.41 Table 11, found that they lay the most eggs in the middle of June with 131 eggs 131eggs 12months ∗ = 1572eggs/yr. 1month 1year which gives you a maximum of 1572 eggs per year. The corresponding hatch rate (from the same table) is 70.9%. The least eggs are laid in early December with 0 (Pippin 1970). Using the above information, the data from Kribs-Zaleta (2010), and his formula we multiply: g= 1572eggs 1.44s.m.yrs. hatch adult 1female ∗ ∗ 0.71 ∗ 0.60 ∗ = 131/yr. s.m.yr.*female 3.69yr. egg hatch 2adults 12 where 1.44 years is the expected adult lifetime, 3.69 years is the average total lifetime, and 60% being the rate of survivorship to adulthood for both species. The average growth rate is 33/year [21]. In this case our maxima and minima are not symmetric about the average, so our ranges will not be mirror symmetric. We calculated the maximum growth rate to be 131/year, but in order to have the peak value be in the middle of the range, we need to adjust it to 124/year on June 20th with a range from May 2nd to August 7th, minimum growth rate to be 0 on December 19th with a range from August 8th to May 1st [31, 12, 33, 21]. The same study also examined T. gerstaeckeri, in the field, and found the most eggs were produced in June with 188 eggs, which gives a maximum of 2256 eggs per year with a hatch rate of 68%. The maximum number of eggs that hatched was in May with 138 eggs, but since June fits the 6-month range in our table the best, we chose June since it is only a difference of 10 with 128 hatching. The least number of eggs laid were in December with 6 eggs and hatch rate of 0%. We can use the previous data, along with the formula from Kribs-Zaleta (2010) and multiply: g= 0.82s.m.yrs. hatch adult 1female 2256eggs ∗ ∗ 0.68 ∗ 0.60 ∗ = 259/yr. s.m.yr.*female 1.78yr. egg hatch 2adults The average growth rate was found from Kribs-Zaleta’s (2010) paper to be 100/year, since the values are not symmetric about the average the date ranges are not mirror symmetric. We calculate the maximum growth rate to be 259/year on May 28th with a range from March 19th to August 6th and a minimum growth rate of 0 on November 27th with a range from August 7th to March 18th [28, 21, 33]. Relative mortality rates for these vectors are not possible to find thus far. Pippin (1970) states that vectors act in a similar manner as insects in diapause in the wintertime; we will use this to help estimate mortality rate. A study done by Kiyomitsu and Tadafumi (1998) found mortality rates of two species of insects, Orius sauteri and O. minutus, which go through diapause in order to survive, to be 50% less in the winter than the annual average. Using Kribs-Zaleta’s (2010) mortality average, we take 50% less in the winter, and 50% more in the summer to get the maximum and minimum rates [21, 16]. The average mortality rate for T. sanguisuga is 0.271/year [21]. We calculated the maximum mortality rate to be 0.41/year on August 1st with a range from May to October and minimum mortality to be 0.14/year on February 3rd with a range from November to April [21, 33]. For T. gerstaeckeri, the average mortality rate is 0.562/year [21]. We calculated the maximum mortality to be 0.84/year, and the minimum mortality to be 0.28/year. The dates and ranges are the same as for T. sanguisuga [16, 21]. For T. sanguisuga and T. gerstaeckeri, using a chart from Grundemann (1947) that displays the specific dates collected, number of vectors captured, and the percent of vectors engorged, we can model the stercorarian contact rate based on time of year. The average rate for T. sanguisuga is 0.53/year, and the average for T. gerstaeckeri is 13.5/year [21]. We use the seasonal averaging method, and calculate the scaling rate using the average to find the scaling factor. Using Grundemann’s (1947) Table 1, we calculate the maximum and minimum dates, Grundemann’s (1947) results showed a maximum of 44 captured and 47.7% engorged in the summer and minimum of 3 captured and 0 engorged for T. sanguisuga in the winter. Since, to date, there are no published papers on the seasonal feeding 13 Table 3: Seasonally varying parameters. In the mathematica file we actually used half days where necessary to make each period exactly correct. Species Raccoon Max. Min. Avg. Woodrat T. sang. Max. Min. Avg. Max. Min. Avg. T. gerst. Max. Min. Avg. Growth Mortality Scaling factor for feeding Value Peak Range (1/yr) (days) (days) Value Peak Range (1/yr) (days) (days) Value Peak Range (days) (days) 1.8 0 0.9 3.6 0 1.8 124 0 33 259 0 100 0.57 0.23 0.4 1.60 0.40 0.4 0.41 0.14 0.4 0.84 0.28 0.4 1.58 0.42 1 1.76 0.24 1 1.92 0.08 1 1.96 0.04 1 74 258 350-166 167-349 258 74 167-349 350-166 186 4 95-277 278-94 186 4 95-277 278-94 127 310 36-218 219-35 186 4 95-277 278-94 171 353 122-218 219-121 148 331 78-218 219-77 92 274 1-182 183-365 4 186 278-94 95-277 213 34 122-304 305-121 213 34 122-304 305-121 rate of T. gerstaeckeri, we will use the results found by Grundemann (1947) and the annual averages from Kribs-Zaleta’s 2010 paper. For T. sanguisuga, the maximum scaling factor is 1.92/year on July 5th with a range from April to September, and a minimum rate of 0.08/year on January 4th with a range from October to March. For T. gerstaeckeri we find the maximum rate to be 1.96/year and a minimum of 0.04/year; the dates are the same as for T. sanguisuga. These scaling factors are applied to all the β’s and Qv ’s from Table 2 [9, 21]. Table 3 shows all the seasonally varying parameter maximums and minimums with their ranges, and table 4 defines all the 11 different phases for the square-wave piecewise functions. 14 Table 4: Period lengths and period values for square-wave piecewise functions. The equilibrium population density ratio Q∗ is given for each period and each transmission cycle (v/h); values of 0 or ∞ reflect periods where one or both species’ growth rates are 0. Period Days rr (t) µr (t) ψr (t) rw (t) µw (t) ψw (t) rs (t) µs (t) φs (t) rg (t) µg (t) φg (t) Q∗s/r Q∗s/w Q∗g/w 1 1-35 0 0.57 1.58 0 1.6 0.24 0 0.14 0.04 0 0.28 0.04 ∞ ∞ ∞ 2 36-77 1.8 0.57 1.58 0 1.6 0.24 0 0.14 0.04 0 0.28 0.04 0 ∞ ∞ 3 78-94 1.8 0.57 1.58 0 1.6 0.24 0 0.14 0.04 259 0.28 0.04 0 ∞ ∞ 4 95-121 1.8 0.57 1.58 3.6 0.4 0.24 131 0.14 1.06 259 0.28 1.96 0 0 14.02 5 122-166 1.8 0.57 1.58 3.6 0.4 0.24 131 0.41 1.06 259 0.84 1.96 1585 15.92 12.09 6 167-182 1.8 0.57 0.42 3.6 0.4 1.76 131 0.41 1.06 259 0.84 1.96 1565 13.79 10.84 7 183-218 1.8 0.23 0.42 3.6 0.4 1.76 0 0.41 1.06 259 0.84 1.96 1522 12.4 10.04 8 219-277 0 0.23 0.42 3.6 0.4 1.76 0 0.41 1.06 0 0.84 1.96 0 0 0 9 278-304 0 0.23 0.42 0 1.6 1.76 0 0.41 0.04 0 0.84 0.04 0 ∞ ∞ 10 305-349 0 0.23 1.58 0 1.6 1.76 0 0.14 0.04 0 0.28 0.04 ∞ ∞ ∞ 11 350-365 0 0.23 1.58 0 1.6 0.24 0 0.14 0.04 0 0.28 0.04 ∞ ∞ ∞ The equilibrium values for Q based on constant annual-average parameters are as follows: Q∗s/r = 1600, Q∗s/w = 13.76, Q∗g/w = 13.76. You find these by dividing Nv∗ /Nh∗ . The moment-to-moment values calculated for Q(t) for each period are not symmetric about the equilibrium value. The reason for this is periods with no growth for vectors really make the population density drop significantly even if growth is doubled during other periods and the asymmetric graph in Figure 1 really demonstrates that with T. sanguisuga and raccoons. In Mathematica, when you use 0 for the minimum growth rate of vectors and 66/yr for the maximum value each for 6 months of the year, instead of a constant 33/yr (the annual average), we observed the average value for Nv (t) drops from 127.93 to 125.7 vectors/acre. So in our model, the drop is exaggerated because our growth rate is an asymmetric function. 15 1650 1600 1550 1500 1450 1400 2 4 6 8 10 Figure 1: Comparison of Q(t) for square-wave model (asymptotically periodic curve) with Q(t) for constant-parameter model (asymptotically constant curve). 3.3 Sine-wave model The second model we use is a continuous sine-wave model. We use the parameters found from the parameter synthesis and apply them to continuous functions. Since we have the maximum, minimum, average, and phase length, we can use these to come up with the functions. For all the parameter values with high and low phases of six months, we can apply a sine-wave function to them by adjusting the amplitude and shifting it up in order to match our values. For the two parameters that do not have six month ranges, we modified a trig function to match where the phases change from low to high as close as possible and most importantly have the average values match the baseline model [22]. For the asymmetric functions, we use a trig function composed with: f (t) = t + sin(2πt), (3.6) where = 0.0844 for T. sanguisuga and = 0.02469 for T. gerstaeckeri. The growth for T. sanguisuga was composed with the f function twice, while the growth for T. gerstaeckeri was composed with f three times. The reason for this is because we first made the average work out exactly, then we found the value for epsilon that matched the transition from low to high periods as close as possible. We use these functions below to solve the system of ODEs and analyze the results. Table 5 shows all the functions used to define seasonally varying parameters for the sine-wave model. The continuous growth functions for the vectors do not transition from high to low phases at the exact time as the square-wave model, meaning the ranges are not exactly where we have them in the square-wave model. Even though this changes the phase lengths from the square-wave model, we make sure to preserve the annual average rate. In both cases, it makes the ”high” phase is longer by a few days, which is supported by Pippin in table 11 [33]. 16 Table 5: Continuous functions for sine-wave model, using f (t) as defined in the text. Raccoon Growth Mortality Feeding Woodrat Growth Mortality Feeding Sanguisuga Growth Mortality Feeding Gerstaeckeri Growth Mortality Feeding 4 4.1 0.9 + 0.9 cos(2π(t − 127.25/365)) 0.4 + 0.17 cos(2π(t − 92.25/365)) 1 + 0.58 cos(2π(t − 75.25/365)) 1.8 + 1.8 cos(2π(t − 186.25/365)) 1 + 0.6 cos(2π(t − 5.25/365)) 1 + 0.76 cos(2π(t − 258.25/365)) 62 + 62 cos(2πf (f (t − 171.5/365))) 0.27 + 0.135 cos(2π(t − 213.25/365)) 1 + 0.92 cos(2π(t − 186.25/365)) 129.5 + 129.5 cos(2πf (f (f (t − 148.5/365)))) 0.56 + 0.28 cos(2π(t − 213.25/365)) 1 + 0.96 cos(2π(t − 186.25/365)) Analysis/Results Baseline model for infection dynamics Kribs-Zaleta and Mubayi (2012) conclude that either strain of T. cruzi can win the competition. Based on their estimates of infection-related rates and how the different strains adapt, they conclude with their estimates of infection-related rates and each strain’s degree of adaptation, with very moderate amounts of vertical and oral transmission rates, strain IV must adapt to oral transmission along with vertical transmission in order for strain IV to be able to win with raccoons. If you make the same assumptions, strain I wins in woodrats, but with greater vertical or oral transmission rate, then strain IV will win. Based on observations in the field, both strains are found in woodrat populations, which would imply that slightly greater vertical or oral transmission in woodrats puts the competing strain on close to even ground. This takes place where local random effects and small amounts of interaction between other woodrat populations close by allow different parasite strains to invade a population [22]. Charles et al. (2012) [5] found both strains of the parasite in woodrat populations; this would imply that slightly greater oral or vertical transmission rates in woodrats would put both strains on an almost even playing ground. In their analysis, they concluded that oral transmission being a second contact process saturating in the vector-host ratio will operate as a considerable mediator for the competition. This can be concluded even when both of the strains are orally transmitted at the same level. They imply it would be a good idea to extend the study to explore ways both strains could coexist since T. cruzi I is found in very small amounts in raccoons and larger amounts in woodrats in transmission cycles where strain IV is also found [22]. In the following analysis we will see if/when seasonality allows this to happen. In order to analyze which strain wins for each period we compare the basic reproductive numbers (BRNs) R1 and R2 for strains 1 and 2 respectively and the e1 and R e2 for the respective strains. BRNs invasion reproductive numbers (IRNs) R are important in math models that incorporate diseases. The reason for this is because they give the mean number of secondary infections that come about 17 from a single infected individual in a population that is completely susceptible. You calculate the BRNs once the system has reached a stable state, meaning equilibrium. The IRNs give the mean number of secondary infections brought on by the given strain from a single infected individual that is put into a population where the other strain is already native [42]. In our model, we will be calculating the replacement numbers instead of the basic reproductive number. Replacement numbers are ”defined as the average number of secondary infections produced by a typical infective during the entire period of infectiousness” [13]. So when we write IRN, we imply invasion replacement number. The following formulas are given for constant parameters from [22], as follows: R1 = 1 p1 + 2 s s e e e e βh1 βv1 βh2 βv2 1 , R2 = p2 + p22 + 4 , (4.1) p21 + 4 µh µ ev 2 µh µ ev s s e e e e βh1 βv1 e 1 βh2 βv2 p21 + 4(1 − p2 ) , R2 = p2 + p22 + 4(1 − p1 ) . e e 2 βh2 βv2 βeh1 βev1 and e 1 = 1 p1 + R 2 (4.2) where βehj = chj (Q∗ ) + ρj Eh (Q∗ ) and βevj = cvj (Q∗ ) (4.3) and chj (Q), cvj (Q), and Eh (Q), are as given in (3.1), (3.2), (3.3). In our model, we will apply the same formulas, except our parameters are changing with time. So when we calculate the BRNs and IRNs, they will be changing depending on which period of time we are in for the square-wave model and continuously changing for the sine-wave model. This will allow us to determine if certain strains win at specific times of the year. 4.2 4.2.1 Square-wave model Equilibrium vector-host ratios We had to break this up into a few different cases since hosts and vectors have a growth rate of zero during some periods. Case 1 is when both growth rates are greater than zero, then we apply the formulas from above (4.1 and 4.2), and e1 , and R e2 . Case we get values for all different reproductive numbers, R1 , R2 , R 2 is when the growth rate for vectors is greater than zero, but the growth rate for hosts is zero, so Q(t) → ∞ meaning Q(t) > Qh and Q(t) > Qv . We can only e1 and R e2 . We accept this because BRNs are calculated at equilibrium calculate R normally. In our model, since each period IRN or BRN is calculated for only a short amount of time, it is not long enough to reach equilibrium. So instead we focus on the IRNs using equations (4.2) in the limit with Q∗ → ∞. Case 3 is similar to case 2, except growth rate for vectors is zero, and growth rate for hosts is greater than zero, so Q(t) → 0 meaning Q(t) < Qh and Q(t) < Qv . Again, we e1 and R e2 using equations (4.2) in the limit with Q∗ → 0. only get values for R 18 When both growth rates are zero, we have to take a few different steps. We use the equations from Kribs-Zaleta and Mubayi [22] : Nh0 (t) = bh (Nh (t)) − µh Nh (t), Nv0 (t) = bv (Nv (t)) − µv Nv (t) − Eh (Q(t))Nh (t). (4.4) (4.5) with bh = bv = 0 to calculate Nv (t) and Nh (t). Upon solving Nh0 (t) we get Nh (t) = Nh (0)e−µh t . In order to solve for Nv (t), we need to break it up into two main cases. The reason for this is because Eh is defined as H ∗ min( NNh Qv h , 1). Case 4 is when Q > Qh ⇒ Nv > Qh Nh and Case 5 is when Q < Qh ⇒ Nv < Qh Nh . Case 4 gives Nv0 = −µv Nv (t) − HNh (t) whence −µv t e − e−µh t −µv t . Nv (t) = Nv (0)e + HNh (0) µv − µh (4.6) (4.7) Once you get these calculations we need to check a few things. For Case 4 we check to see at what point in time, if ever, does it go to Case 5 by having Nv ≤ Qh Nh . Once you do some algebra you see the parameter ranges or conditions that change the results are: 4a. µh < µv , 4b. µv < µh < µv + 4c. µv + H Q0 H , Q0 < µh < µv + 4d. µh > µv + H , Qh H . Qh Since each case starts out with an assumption on whether Q(t) < Qh or Q(t) > Qh , we will apply the same assumption to Q0 . Meaning if Q(t) < Qh , then Q0 < Qh . We do this because we want to start in the case we are working with. We will apply the four sub cases to Case 4. Case 4a is when µh < µv (⇒ µh < µv + QH0 < µv + QHh ); we rewrite Nv (t) ≤ Qh Nh (t) as −(µv −µh )t e −1 −(µv −µh )t Q0 e +H ≤ Qh (4.8) µv − µh ⇒ (µv − µh )Q0 e−(µv −µh )t + He−(µv −µh )t − H ≤ Qh (µv − µh ) Qh (µv − µh ) + H ⇒ −(µv − µh )t ≤ ln Q (µ − µh ) + H 0 v 1 Qh (µv − µh ) + H ⇒t≥ ln −(µv − µh ) Q0 (µv − µh ) + H (4.9) (4.10) (4.11) At this point in time, Q(t) will cross below Qh when the above conditions are satisfied. For Case 4b, when µv < µh < µv + QH0 < µv + QHh , we rewrite Nv (t) ≤ Qh Nh (t) as −(µv −µh )t e −1 −(µv −µh )t ≤ Qh (4.12) Q0 e +H µv − µh ⇒ (µv − µh )Q0 e−(µv −µh )t + He−(µv −µh )t − H ≥ Qh (µv − µh ) 1 Qh (µv − µh ) + H ⇒t≥ ln −(µv − µh ) Q0 (µv − µh ) + H 19 (4.13) (4.14) At this point in time, Q(t) will cross below Qh when the above conditions are satisfied. For Case 4c, when µv + QH0 < µh < µv + QHh , we rewrite Nv (t) ≤ Qh Nh (t) as −(µv −µh )t e−(µv −µh )t − 1 µv − µh ≤ Qh (4.15) ⇒ (µv − µh )Q0 e−(µv −µh )t + He−(µv −µh )t − H ≥ Qh (µv − µh ) (4.16) ⇒ e−(µv −µh )t (Q0 (µv − µh ) + H) ≥ Qh (µv − µh ) + H Qh (µv − µh ) + H −(µv −µh )t ⇒e ≤ Q0 (µv − µh ) + H (4.17) Q0 e +H (4.18) Because of the initial conditions, this implies a power of e is less than or equal to a negative number, so with these conditions Q(t) stays above Qh . For Case 4d, when µh > µv + QHh > µv + QH0 , we rewrite Nv (t) ≤ Qh Nh (t) as −(µv −µh )t e−(µv −µh )t − 1 µv − µh ≤ Qh (4.19) ⇒ (µv − µh )Q0 e−(µv −µh )t + He−(µv −µh )t − H ≥ Qh (µv − µh ) (4.20) Q0 e +H −(µv −µh )t ⇒e (Q0 (µv − µh ) + H) ≥ Qh (µv − µh ) + H 1 Qh (µv − µh ) + H ln ⇒t≤ −(µv − µh ) Q0 (µv − µh ) + H (4.21) (4.22) This case makes t ≤ (negative value) which is not possible in our model, so again, with these conditions Q(t) stays above Qh . To summarize, in Case 4, Q(t) ≥ Qh ⇒ Q0 ≥ Qh , when µh < µv + QH0 then Q(t) will cross below Qh . When µh > µv + QHh then Q(t) stays above Qh . Case 5 gives Nv 0 Nv = −µv Nv − H whence (4.23) Qh Nv = Nv (0)e −(µv + H Qh )t (4.24) For Case 5 we only need to consider two sub cases: 5a. µh < µv + H , Qh 5b. µh > µv + H . Qh Case 5a is when µh < µv + H ; Qh we rewrite Nv (t) ≥ Qh Nh (t) as −(µv + QH )t ≥ Qh e−µh t H Qh ⇒ (µh − µv − )t ≥ ln Qh Q 0 1 Qh ⇒t≤ ln H Q0 (µh − µv − Qh ) Q0 e (4.25) h (4.26) (4.27) Since µh < µv + QHh ⇒ µh − µv − QHh < 0 and Q0 < Qh then we would be considering time less than a negative number, which is not possible, so in this case Q(t) remains below Qh for all (positive) time. 20 Case 5b is when µh > µv + H , Qh we rewrite Nv (t) ≥ Qh Nh (t) as −(µv + QH )t ≥ Qh e−µh t H Qh ⇒ (µh − µv − )t ≥ ln Qh Q 0 1 Qh ⇒t≤ ln Q0 (µh − µv − QH ) Q0 e (4.28) h (4.29) (4.30) h When these assumptions are satisfied, the Q(t) will cross above Qh . In the above cases for Case 5 we start out assuming Q0 < Qh . There are two possibilities that make this true, either Q0 = Q(0) which is the true initial condition, or Q0 is the value of Q(t) at some positive point in time when Q(t) crosses below Qh . In order for the latter case to be true we would have to have Q0 = Qh by continuity. It works similar for Case 5 with switching the less than sign to a greater than sign. In summary, if µh < µv + QHh then we end up in Case 5 and if µv + QHh < µh then we end up in Case 4. Now that we have the conditions, we will plug them into our parameters for each period and see which case we fall in. Once we get to that point, we use that case (Case 4 or Case 5) to take limt→∞ Q(t). Once we get to this step, we will need to compare Q(t) to Qv and Qh for each period to see if we use Case 2 or Case 3 to calculate the values for the IRNs. When taking the limit, we either use Case 4 or Case 5; for Case 4 we get: (µh −µv )t e −1 (µh −µv )t (4.31) lim Q(t) = Q0 e +H t→∞ µv − µh H H , (4.32) = Q0 + e(µh −µv )t + µv − µh µh − µv So with µh > µv , then limt→∞ Q(t) → ∞. For Case 5 we get: Nv (t) lim Q(t) = lim = lim t→∞ t→∞ Nh (t) t→∞ −(µ + H ) Nv0 e v Qh t Nh0 e−µh t ! (µh −µv − QH )t = lim Q0 e h t→∞ (4.33) If µh < µv + H Q0 ⇒ µh − µv − (µh −µv − QH )t lim Q0 e t→∞ h H Qh < 0, than = 0. (4.34) So in summary, if we take the limit for Case 4 we get limt→∞ Q(t) = ∞ which is definitely greater than Qh and Qv so we use the formula for Case 2. Taking the limit for Case 5 we get limt→∞ Q(t) = 0 which is less than Qh and Qv so we use the formula for Case 3. To sum up all of the sub cases we just covered, if rh , rv = 0 then when H µh > µv + max(Q we have Q(t) → ∞ because the hosts are dying at a faster 0 ,Qh ) rate than the vectors. Otherwise, we have Q(t) → 0. 21 Table 6: Results for which strain wins with the IRN formulas illustrated with a 1 when strain 1 wins and 2 when strain 2 wins with the square-wave model. These are results for the invasion reproductive number. Period Days R/S W/S W/G 1 1-35 2 1 1 2 36-77 2 1 1 4.2.2 3 78-94 2 1 1 4 95-121 2 2 1 5 122-166 2 1 1 6 167-182 1 2 2 7 183-218 1 2 2 8 219-277 2 2 1 9 278-304 2 2 2 10 305-349 2 2 2 11 350-365 2 1 1 Results We will have two different values for the reproductive numbers. In the Mathematica code, we define the parameters to be seasonally varying. From these parameters we will get two different values for Q(t). One set of results will be from solving the system from (3.5) and getting results for the state variables. From these results we will get values for Q(t) at each moment in time, and we will plug them into the IRN formulas. This gives the replacement numbers as a description of what is actually happening at each moment in time [13]. The second set of values for Q(t) will come from using the parameter definitions and solving for Nh∗ and Nv∗ using: µh (t) ∗ , (4.35) Nh = Kh 1 − rh (t) µv (t) ∗ . (4.36) Nv = Kv 1 − rv (t) These values for Q(t) will give an equilibrium-based instantaneous IRNs that are a description of the current ”environment” created by shifting the parameters. The replacement numbers are more realistic because instead of assuming the infected outsider is in the population the entire infectious period and mixing with the population exactly the same way a normal host or vector would, replacement number is ”the average number of secondary infections produced by a typical infective during the entire period of infectiousness” [13]. Below is a table that shows the results of the IRN calculations broken up for each period using the equilibrium values calculated for each eleven periods. Table 6 is just the direct calculations using the formula, and equilibrium values. The below results for the square and sine-wave models were taken from Mathematica after solving the system and calculating the IRN values along with analyzing the graphs of the hosts and vectors infected with each strain once the population settles down. When looking at the IRN graphs in the results, it is possible to have strain 1 and strain 2 ”win” at different times of the year. Even though both strains show a clear oscillation, one strain eventually ends up oscillating around an endemic value, while the other oscillates close to 0. In the entire process of each strain oscillating from the beginning of the simulation, the strains never interchange positions, even if we start both strains off at equal prevalences. Meaning, both strains initial value at t = 0, is equal, but the strain that will ”win”, always has a higher prevalence value than the ”losing” strain for the entire simulation, and continuously get further apart. This shows seasonality is not enough to support coexistence in our model. 22 Host population Vector population 0.084 125 0.082 0.080 120 0.078 115 0.076 0.074 110 998.2 998.4 998.6 998.8 999.0 (a) Host population graphed for one year period. 998.2 998.4 998.6 998.8 999.0 (b) Vector population graphed for one year period. 120 1.5 100 80 1.0 60 40 0.5 20 0.2 0.4 0.6 0.8 1.0 (c) Growth rate for hosts graphed for one year period. 0.2 0.4 0.6 0.8 1.0 (d) Growth rate for vectors graphed for one year period. Figure 2: Comparison of total population versus corresponding birth rates with the R/S cycle and square-wave model. For raccoon and T. sanguisuga cycle, we compare the total vector population with the total host population for a one year period. The host population decreases from days 0 to 35, and 219 to 365 while increasing in the middle. Those days directly coincide with host growth. The vector population decreases from days 0 to 123, and 219 to 365 while increasing in the middle. Again, those days directly coincide with vector growth. The results are shown in Figure 2. The other two cycles behave similarly. One important comparison to analyze is how seasonality affects competition. In Figure 3, we illustrate the ties that each strain has with the IRN value with the W/G cycle over a period of one year. When plotting each strain prevalence separately, both strains increase and decrease at the same time. The reason for this is, infection is highly dependent on vector feeding, so when vector feeding is at its high, each strain will increase. Instead of prevalence, we look at prevalence gain by subtracting one prevalence from the other. When looking at the gain of each strain, you can see that strain 1 gains on strain 2 around when the IRN value for strain 1 is greater than 1. Also, it is shown that strain 2 is gaining ground for roughly half of the period, yet it still loses out overall. The results are similar for the other cycles. Another important result is that seasonality does not support coexistence. As seen in Figure 4, for all the cycles, one strain always wins while the other goes to 0. Based on the results of Figure 4, we took one model and applied extreme values to the parameters to test whether seasonality does support coexistence or not. We wanted to make sure that our parameters were not the reason coexistence was not occurring. We know that strain 1 heavily favors vector feeding and strain 2 favors host growth and host feeding. In order to test our model we took a piecewise function, and for the beginning half of the year we used parameters that favored strain 1, and for the second half 23 IRN Prevalence gain 1.2 0.40 1.1 0.35 0.2 0.4 0.6 0.8 1.0 0.30 0.9 0.25 0.8 998.2 (a) IRNs R̃1 (solid curve), R̃2 (dashed curve) 998.4 998.6 998.8 999.0 (b) Strain 1 prevalence gain in hosts. Figure 3: Comparison of the IRN graph with the prevalence gain for strain 2 with the W/G cycle and square-wave model; the results are similar for hosts. Strain 1 prevalence gain is the exact opposite as strain 2. Strain 1 VS Strain 2 0.460 0.455 0.450 0.445 0.440 50 100 150 200 250 Plot of entire range of each strain to illustrate divergence, strain 2 is going to 0. Figure 4: Comparison of each strain for the vector population for the W/G cycle and the square-wave model, host population graph is similar. of the year we used values that favored strain 2. We made sure each half of the year parameters had approximately the same IRN value, by testing them in a constant model, so one strain would not dominate. We applied the piecewise parameters to our model for the W/G cycle since, in reality, both strains have been found in woodrat populations [22]. The results showed the prevalence values to be very close to equal, but when we graph the results over the entire time span, it is shown that one strain goes towards the endemic value, while the other goes to 0. This means that, even though both strains seem to be sticking around, one strain slowly heads towards and endemic value, while the other is approaching 0. This implies, in the seasonality based model, after enough time, one strain will always ”win”, while the other will approach 0. These results are shown in Figure 5. Also shown in Figure 5, each strain increases and decreases at the same time of the year. The first half of the year, strain 1 is favored, and the second half strain 2 is favored. In reality, strain 1’s strength depends on stercorarian transmission. This makes strain 1 favored when vector feeding is high, so strain 2 being favored requires vector feeding to be low. With vector feeding being the only way for vectors to be infected, this means the vector feeding rate affects overall infection rates and levels, as well as which strain is advantaged. This explains why each strain is increasing and decreasing the same times of the year. 24 Strain 1 Strain 2 0.50 0.49 0.49 0.48 0.48 0.47 0.47 0.46 0.46 0.45 0.45 0.44 99.2 99.4 99.6 99.8 100.0 99.2 (a) Prevalence strain 1. 99.4 99.6 99.8 100.0 (b) Prevalence strain 2. 0.4505 0.441 0.4500 0.440 0.4495 0.439 0.4490 0.438 0.4485 0.437 0.4480 0.436 0.4475 20 40 60 80 100 20 (c) Strain 1 over entire range. 40 60 80 100 (d) Strain 2 over entire range. Figure 5: Prevalence among vectors of W/G test (square-wave) model with extreme parameter values to see if seasonality does support coexistence. Prevalence for hosts gives similar results. Since we had this interesting result of both strains increasing and decreasing together, we investigated it. What we did was, use the same parameters, meaning strain 1 favored for the first half of the period, and strain 2 favored the second half, but we made the periods 40 years. When the periods were made longer, you could see strain 1 headed towards equilibrium, while strain 2 heads towards 0. When the periods are only 1 year, to difference is not as noticeable. With the transient effects, both strains initially rise together because the first half of the period favors strain 1, which has the high vector feeding rate and infection alone really depends on vector feeding. When the periods are short enough, the turning around may not happen before parameters change again, so the initial boost dominates during that half-period. The graphs of the 40 year periods are shown in Figure 6. In order for strain 2 to be favored, vector feeding had to be less than or equal to 0.05 (vectors/yr). With a vector feeding level that low, both strains would decrease. In a model where strain 2 wins, the prevalence value will always be lower than if strain 1 wins because the vector feeding level is significantly lower than if strain 1 wins. 25 40 year period 1 year period 0.4 0.50 0.3 0.49 0.48 0.2 0.47 0.1 0.46 0.0 140 160 180 200 10.5 (a) Strain 1 vector prevalence. 11.0 11.5 12.0 (b) Strain 1 vector prevalence. 0.6 0.49 0.5 0.48 0.4 0.3 0.47 0.2 0.46 0.1 0.45 140 160 180 10.5 200 (c) Strain 2 vector prevalence. 11.0 11.5 12.0 (d) Strain 2 vector prevalence. Figure 6: Graphs displaying difference in transient effects with different periods with the extreme parameters in the W/G cycle and square-wave model. 4.3 Sine-wave results For the raccoon and T. sanguisuga cycle we have the following results. In comparison to the total vector population versus the total host population, we will analyze the increase and decrease phases for one period. For the R/S cycle, growth and mortality max phases are approximately the same time of year, this yields results that are not intuitive. You can see populations decreasing the same time growth increases. The reason for this is mortality starts increasing sooner, so it takes longer for the population increase to take place from growth rate increase. The graphs of the above qualitative analysis are shown in Figure 7. The other two cycles display similar results. 26 Host population Vector population 128 0.081 0.080 126 0.079 124 0.078 122 0.077 0.076 120 998.2 998.4 998.6 998.8 998.2 999.0 (a) Host population graphed for one year period. 998.4 998.6 998.8 999.0 (b) Vector population graphed for one year period. 120 1.5 100 80 1.0 60 40 0.5 20 998.2 998.4 998.6 998.8 998.2 999.0 (c) Growth rate for hosts graphed for one year period. 998.4 998.6 998.8 999.0 (d) Growth rate for vectors graphed for one year period. 0.40 0.55 0.35 0.50 0.45 0.30 0.40 0.25 0.35 0.20 0.30 0.15 0.25 998.2 998.4 998.6 998.8 999.0 (e) Mortality rate for hosts graphed for one year period. 998.2 998.4 998.6 998.8 999.0 (f) Mortality rate for vectors graphed for one year period. Figure 7: Comparison of total population versus most influential demographic parameter with R/S cycle and the sine-wave model. Now we will take the results from the square-wave analysis and compare them to the sine-wave results. For the W/S cycle we will look at the IRN graphs with the prevalence gains. The square-wave and continuous graphs are similar. You can see that the square-wave is more extreme due to the fact that the parameter values are either at the max or the min, there is no in between, while the continuous is gradual so you do not have the sharp curves, as seen in Figure 8. The results are similar for the W/G cycle. Also, again both strains increase and decrease the same time of year. The reasoning is the same as the squarewave model, when strain 1 is being favored, both strains increase due to the high vector feeding, and when strain 2 is being favored, both strains decrease due to low vector feeding. When comparing the continuous versus square-wave for the R/S cycle we get different results. As seen in Figure 9, the square-wave IRN graph never has strain 1 winning, but the continuous does. This is because the square parameters, when equal to 0 is not enough for the values to rise above 1 for this particular cycle. When you look at the replacement number graphs, you can see that strain 1 does ”win” for a small portion of the year because replacement numbers are actually using the population numbers at that moment in time, instead of using population equilibrium. Which is why replacement numbers are more realistic. 27 Square-wave Continuous 1.2 1.2 1.1 1.1 0.2 0.4 0.6 0.8 0.2 1.0 0.9 0.9 0.8 0.8 (a) IRNs R̃1 (solid curve), R̃2 (dashed curve) 0.4 0.6 0.8 1.0 (b) IRNs R̃1 (solid curve), R̃2 (dashed curve) 0.046 0.052 0.044 0.050 0.042 0.048 0.046 0.040 0.044 0.038 0.042 0.036 0.040 0.034 999.2 999.4 999.6 999.8 1000.0 (c) (Ih1 − Ih2 )/Nh , prevalence gain strain 1 over strain 2 999.2 999.4 999.6 999.8 1000.0 (d) (Ih1 − Ih2 )/Nh , prevalence gain strain 1 over strain 2 0.97 1.00 0.96 0.95 0.95 0.90 0.94 0.85 0.93 0.80 0.92 0.75 999.2 999.4 999.6 999.8 1000.0 (e) (Iv1 − Iv2 )/Nv , prevalence of strain 1 over strain 2 999.2 999.4 999.6 999.8 1000.0 (f) (Iv1 − Iv2 )/Nv , prevalence gain strain 1 over strain 2 Figure 8: Comparison of interstrain competition results for square-wave (left column) and continuous (right column) models, over the course of one year for the W/S cycle. 28 Square-wave Continuous 1.4 1.4 1.3 1.3 1.2 1.2 1.1 1.1 0.2 0.4 0.6 0.8 0.2 1.0 0.9 0.9 0.8 0.8 0.7 0.7 (a) IRNs R̃1 (solid), R̃2 (dashed) 1.4 1.3 1.3 1.2 1.2 1.1 1.1 0.4 0.6 0.8 0.6 0.8 1.0 (b) IRNs R̃1 (solid), R̃2 (dashed) 1.4 0.2 0.4 0.2 1.0 0.9 0.9 0.8 0.8 0.7 0.7 (c) Replacement numbers R̃1 (solid), R̃2 (dashed) 0.4 0.6 0.8 1.0 (d) Replacement numbers R̃1 (solid), R̃2 (dashed) 0.00046 0.000405 0.000400 0.00044 0.000395 0.000390 0.00042 0.000385 0.00040 0.000380 0.000375 999.2 999.4 999.6 999.8 999.2 1000.0 (e) (Ih2 − Ih1 )/Nh , prevalence gain strain 2 over strain 1 999.4 999.6 999.8 1000.0 (f) (Ih2 − Ih1 )/Nh , prevalence gain strain 2 over strain 1 0.69 0.68 0.80 0.67 0.75 0.66 0.70 0.65 0.64 0.65 999.2 999.4 999.6 999.8 1000.0 (g) (Iv2 − Iv1 )/Nv , prevalence of strain 2 over strain 1 999.2 999.4 999.6 999.8 1000.0 (h) (Iv2 − Iv1 )/Nv , prevalence gain strain 2 over strain 1 Figure 9: Comparison of interstrain competition results for square-wave (left column) and continuous (right column) models, over the course of one year with the R/S cycle. 29 5 Conclusion In the literature review [17] states seasonality can support coexistence. They consider one insect with two discrete, non-overlapping generations each year. In their model, they use variables for parameter values and construct the analysis. They also define two parameters, one is which is basically a measure of seasonality, and s which is the geometric mean of two variables a and b, which are used to define . Upon completing their analysis they discover that with s = 3.5, and = 0.008, that seasonality does support coexistence. In our model, we consider two insects, and two hosts with overlapping generations. Based on these differences, this would explain why our model does not support coexistence. The vector density for any of the models never reach the observed annual average density. When we change the parameters so the vector growth is never at a value of zero, the density jumps up significantly. This implies that when you truly have periods of no vector growth, it drops the average annual density around 3%. This is the idea as explained in Figure 1. Even though the piecewise averages match the averages from [22], when the vector population goes through the minimum phase, it is not enough to recover back to the population equilibrium found in [22]. When seasonality is applied with the sine-wave model, the population values are still slightly less than the equilibrium value. This is for the same reason, when the low is 0, it really effects the population, not making it possible to completely recover to the equilibrium value. An interesting finding was that, even though there is a clear ”winner” in each cycle, both strains are increasing and decreasing at the same time of year. Upon tests with piecewise defined parameter models with longer periods such as 40 years, it is found that vector feeding plays an important role in the spread of infection. From using the longer periods, it makes it very obvious that with the shorter periods, transient behavior dominates when seasonality is put into the model. Fast enough switching between two parameter sets could make it all about transient effects by not giving the system enough time to recover before switching again. From the results, we found the most influential seasonal parameter for infection is vector feeding. If that gets below a certain threshold, infection dies out all together. One of the main questions for this project was to determine if seasonality makes it possible for two strains to coexist. [22] supports competitive exclusion, but in reality both strains are found in the woodrat population. One of the points in the hypothesis was to explain these findings in nature, does seasonality make it possible for the ”losing” strain to remain in very small numbers due to certain times of year favoring the ”losing” strain by demographic parameters such as birth, mortality, and feeding levels to reach max and mins different times of year. For all of the cycles, in either model, there does not seem to be a summer ”winning” strain and a winter ”winning” strain. As shown in the results, seasonality does not support coexistence. This implies that temporal heterogeneity alone cannot support coexistence, so spatial heterogeneity and/or local stochasticity must be necessary. This means that time is not enough to create 2 separate niches: spatial/environmental heterogeneity is required as well. Our model supports a slow competitive exclusion in which the loser recedes over the span of centuries. Spatial heterogeneity and/or local stochasticity is important in explaining the coexistence of two strains. We used the model to apply temporal heterogeneity, 30 but did not include the spatial aspect or local randomness. 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